Valeo Financial Advisors, LLC Q3 2022 Filing

Filed October 31, 2022

Portfolio Value

$1.6T

Holdings

485

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (485 positions)

#StockSharesValue% PortfolioType
401
SMTCSEMTECH CORP COM
8,000$235.0M0.01%
402
MRVIMARAVAI LIFESCIENCES HLDGS INC COM CL A
9,092$232.0M0.01%
403
ATVIEURACTIVISION INC
3,111$231.0M0.01%
404
MRO*MARATHON OIL CORP COM
10,208$230.0M0.01%
405
EQNRSTATOIL ASA SPONSORED ADR CMN
6,944$230.0M0.01%
406
ZSZSCALER INC COM
1,394$229.0M0.01%
407
IYWISHARES DJ US TECHNOLOGY
3,108$228.0M0.01%
408
INTUINTUIT INC
589$228.0M0.01%
409
PENNPENN NATL GAMING INC
8,265$228.0M0.01%Call
410
PRFZPOWERSHARES FTSE RAFI US 1500 S/M PT
1,550$226.0M0.01%
411
CHTRCHARTER COMMUNICATIONS INC NEW CL A
745$226.0M0.01%
412
TWTRUSDTWITTER INC COM
5,140$225.0M0.01%
413
OTISOTIS WORLDWIDE CORP COM
3,511$224.0M0.01%
414
PRUPRUDENTIAL FINL INC
2,607$224.0M0.01%
415
IDXXIDEXX LABS INC
682$222.0M0.01%
416
VDCVANGUARD CONSUMER STAPLES ETF
1,293$222.0M0.01%
417
DONSPDR DOW JONES INDUSTRIAL ETF
760$218.0M0.01%
418
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
3,230$217.0M0.01%
419
DOCNDIGITALOCEAN HLDGS INC COM
6,006$217.0M0.01%
420
XLVHEALTH CARE SELECT SECTOR SPDR
1,774$215.0M0.01%
421
LULULULULEMON ATHLETICA INC
770$215.0M0.01%
422
ENBENBRIDGE INC COM
5,780$214.0M0.01%
423
NUENUCOR CORP COM
1,980$212.0M0.01%
424
WELLWELLTOWER INC COM
3,259$210.0M0.01%
425
AEPAMERICAN ELEC PWR CO INC COM
2,427$210.0M0.01%
426
EWUISHARES MSCI UNITED KINGDOM ETF
7,950$208.0M0.01%
427
LINDE PLC SHS
762$208.0M0.01%
428
GPKGRAPHIC PACKAGING HLDG CO COM
10,413$206.0M0.01%
429
SAVACASSAVA SCIENCES INC COM
4,902$205.0M0.01%
430
TMUST-MOBILE US INC COM
1,528$205.0M0.01%
431
CP.TOCANADIAN PAC RAILWAYLTD
3,056$204.0M0.01%
432
ASMLASML HOLDING N V N Y REGISTRY SHS
490$204.0M0.01%
433
PLDPROLOGIS SHARE BENEFICIAL INT
2,007$204.0M0.01%
434
LVLNSPDR S&P REGIONAL BANKING ETF
3,440$203.0M0.01%
435
A4SAMERIPRISE FINANCIAL INC.
796$201.0M0.01%
436
MCOMOODYS CORP
828$201.0M0.01%
437
KBALUSDKIMBALL INTERNATIONAL INC-CL B
31,747$200.0M0.01%
438
CHRCHURCHILL DOWNS INC COM
1,088$200.0M0.01%
439
TGTXTG THERAPEUTICS INC COM
32,900$195.0M0.01%
440
KEYKEYCORP COM
11,635$186.0M0.01%
441
PGXPOWERSHARES GLOBAL PREFERRED ETF
15,179$180.0M0.01%
442
USDPROSHARES ULTRA SEMICONDUCTORS
12,390$178.0M0.01%
443
PLTRPALANTIR TECHNOLOGIES INC CL A
21,361$174.0M0.01%
444
VODVODAFONE GROUP NEW ADR F
15,104$171.0M0.01%
445
GRABGRAB HOLDINGS LIMITED CLASS A ORD
61,500$162.0M0.01%
446
NOKNOKIA CORP SPONSORED ADR
37,235$159.0M0.01%Call
447
ATECALPHATEC HLDGS INC COM NEW
18,125$158.0M0.01%
448
PHYS/USPROTT PHYSICAL GOLD TR UNIT
11,856$152.0M0.01%
449
FSC1EUROAKTREE SPECIALTY LENDING CORP COM
25,000$150.0M0.01%
450
NAKNORTHERN DYNASTY MINERALS LTD COM
553,451$135.0M0.01%
451
TCPCBLACKROCK TCP CAPITAL CORP COM
12,300$134.0M0.01%
452
HLNHALEON PLC SPON ADS
21,902$133.0M0.01%
453
PTONPELOTON INTERACTIVE INC CL A COM
16,065$108.0M0.01%
454
VTRSVIATRIS INC COM
11,216$96.0M0.01%
455
VTNRUSDVERTEX ENERGY INC COM
14,634$91.0M0.01%
456
NRGVENERGY VAULT HOLDINGS INC COM
16,933$89.0M0.01%
457
SLISTANDARD LITHIUM LTD COM
19,004$82.0M0.01%
458
IPOAGBPVIRGIN GALACTIC HOLDINGS INC COM
17,372$81.0M0.01%Call
459
RIGTRANSOCEAN
31,600$78.0M0.00%
460
CCLCARNIVAL CORP
10,171$72.0M0.00%
461
PDSBPDS BIOTECHNOLOGY CORP COM
21,570$64.0M0.00%
462
ANGION BIOMEDICA CORP COM
63,659$59.0M0.00%
463
SLDPSOLID POWER INC CLASS A COM
11,075$58.0M0.00%
464
GSATUSDGLOBALSTAR INC COM
34,000$54.0M0.00%
465
9 METERS BIOPHARMA INC COM NEW
209,688$45.0M0.00%
466
TLRYEURTILRAY BRANDS INC COM CL 2
15,770$43.0M0.00%
467
DMTKQDERMTECH INC COM
10,865$43.0M0.00%
468
SRNESORRENTO THERAPEUTICS INC COM NEW
26,473$42.0M0.00%
469
SANBANCO SANTANDER CENT HISP
17,376$40.0M0.00%
470
HUT 8 MNG CORP COM
19,421$35.0M0.00%
471
GTXIEURGTX INC DEL
34,536$31.0M0.00%
472
BKSYBLACKSKY TECHNOLOGY INC COM CL A
18,368$28.0M0.00%
473
DISCKUSDDISCOVERY COMMUNICATIONS INC NEW COM SER C
27,480$27.0M0.00%
474
CENNCENNTRO ELECTRIC GROUP LIMITED ORD SHS
25,000$26.0M0.00%
475
GEVOGEVO INC
10,000$23.0M0.00%
476
WESTERN ASSET MORTGAGE CAPITAL 6.75 10/01/2022
20,000$20.0M0.00%
477
LOGICMARK INC COM NEW
20,000$15.0M0.00%
478
SEELOS THERAPEUTICS INC COM
14,825$15.0M0.00%
479
LPTXEURLEAP THERAPEUTICS INC COM
15,635$14.0M0.00%
480
ALPINE 4 HOLDINGS INC CL A
21,864$12.0M0.00%
481
TUYATUYA INC SPONSERED ADS
10,600$10.0M0.00%
482
TMDEURTITAN MED INC COM NEW
19,695$9.0M0.00%
483
T2 BIOSYSTEMS INC COM NEW
34,800$4.0M0.00%
484
REVBREVELATION BIOSCIENCES INC COM
10,000$3.0M0.00%
485
SLAMFSLAM CORP WT EXP 022326
13,606$1.0M0.00%
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